Editing parameters of plans

To edit parameters in an exported MS Excel file with the list of plans (see Exporting plans):

  1. Open the exported MS Excel file.
  2. Change the values in the following columns for periods and resources:
    • Period/Resource name — the period duration or the resource name.
    • Setup fee.
    • Recurring fee.
    • Renewal fee.
    • Transfer fee.
    • Overuse fee.

      Depending on the order type, the following fees are summed up:

      • For a sales order: Setup fee, Recurring fee.
      • For a renewal order: Recurring fee, Renewal fee.
  3. Save the changes in the file.